Payments Reports

🔍 What it is: #

Payment reports show the transactions and payments that have been made within your CRM — tracking invoices that have been paid, the payment method used, and payment dates.

✅ How to Use: #

1. Go to: Reports > Payments
2. Filter by:
   • Date range
   • Payment method (credit card, PayPal, bank transfer)
   • Payment status (successful, pending, failed)
3. The report will show:
   • Total payments received
   • Payment method breakdown
   • Unpaid invoices
4. Export the data for further analysis.

💡 Pro Tip: #

Track payment trends (e.g., which payment methods are most popular) to adjust your payment options or incentivize preferred payment methods.